When engaging in tax planning, you may be able to reduce your overall tax burden by employing specific strategies to generate tax-free income, shelter earned income from taxes, and defer taxes. However, other tax-advantaged strategies exist as well. You might wish to create passive income to take advantage of passive losses, and you might wish to engage in year-end tax planning. Additionally, it may be wise to consider the tax benefits of generating capital gains, investing in real estate, and receiving annuitized payments. We believe everyone should pay their “fair share”, but enough is enough. So if there is a way to legally, ethically and morally reduce your taxes we want to find ways in which to do this. That is why we ask you to bring in your last two years tax returns. We want to review these with you and have the option to work with your CPA or legal tax advisor to look for ways to help you save.
In-Depth Tax Strategies